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International Paper Co.

5/25/2013, 11:36 AM ET

Quote & Headlines Market Currents StockTalk

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| Earnings
| Dividends
| M&A
| On the move

Wednesday, May 15, 6:03 PM Third Point discloses new positions in: Anadarko Petroleum (APC), BE Aerospace (BEAV), Cabot Oil (COG), Chimera Investment (CIM), Hess (HES), Hilshire Brands (HSH), Tiffany (TIF), Thermo Fisher (TMO), and Virgin Media (MMED). It raises stakes in: AbbVie (ABBV) and International Paper (IP), and exits Abbott Labs (ABT), Capital One (COF), Coca-Cola Enterprises (CCE), Herbalife (HLF), Illumina (ILMN), MetLife (MET), Morgan Stanley (MS) and Tesoro (TSO). (13-F) 4 Comments
Tuesday, May 14, 12:17 PM International Paper (IP) declares $0.30/share quarterly dividend, in line with previous. Forward yield 2.50%. For shareholders of record May 24. Payable June 14. Ex-div date May 22. (PR) Comment! [Dividends]
Thursday, May 2, 7:56 AM International Paper (IP): Q1 EPS of $0.65 misses by $0.09. Revenue of $7.09B beats by $0.04B. (PR) Comment! [Earnings, Breaking News, Consumer]
Thursday, May 2, 12:05 AM Notable earnings before Thursday’s open: ABMD, ACOR, ACT, AEE, ANR, ANSS, ARG, ARQL, ATK, AYR, BDBD, BDX, BEAM, BGCP, BZH, CAH, CEVA, CHD, CI, CME, CNP, CPN, CTRX, DIN, DNR, EL, ELNK, FIG, FLY, FNP, FWLT, GEL, GG, GIL, GM, GNRC, GOLD, HAR, HK, HSH, INCY, INGR, IP, IRDM, IT, ITT, K, LF, LQDT, LXP, MDC, MFC, MGI, MGM, MMC, MMP, MWW, NIHD, NNN, NUS, OCN, OGE, OXF, OZM, PCG, PPL, PWR, PXP, RGLD, RNO, SBH, SFY, SHPG, SNI, SPR, SRE, STRA, TEVA, VMC, VRX, WNR, WPX, WWE, XEL Comment! [Earnings]
Wednesday, May 1, 5:30 PM Notable earnings before Thursday’s open: ABMD, ACOR, ACT, AEE, ANR, ANSS, ARG, ARQL, ATK, AYR, BDBD, BDX, BEAM, BGCP, BZH, CAH, CEVA, CHD, CI, CME, CNP, CPN, CTRX, DIN, DNR, EL, ELNK, FIG, FLY, FNP, FWLT, GEL, GG, GIL, GM, GNRC, GOLD, HAR, HK, HSH, INCY, INGR, IP, IRDM, IT, ITT, K, LF, LQDT, LXP, MDC, MFC, MGI, MGM, MMC, MMP, MWW, NIHD, NNN, NUS, OCN, OGE, OXF, OZM, PCG, PPL, PWR, PXP, RGLD, RNO, SBH, SFY, SHPG, SNI, SPR, SRE, STRA, TEVA, VMC, VRX, WNR, WPX, WWE, XEL Comment! [Earnings]
Monday, April 22, 2:36 PM Containerboard stocks look strong after Pulp & Paper Week reports that a $50 per ton price hike in the sector is taking hold. Gainers: Rock-Tenn Company (RKT +3.1%), International Paper (IP +3.3%), Graphic Packaging (GPK +2.5%), KapStone Paper (KS +2.4%), MeadWestvaco (MWV +1.7%). Comment! [Consumer, On the Move]
Monday, April 22, 9:11 AM International Paper (IP) announces it's in talks with Unisource regarding a potential combination of its Xpedx business with the privately-held business. The parties have entered into a non-binding arrangement to explore a possible transaction. Comment! [Consumer, M&A]
Tuesday, April 16, 11:13 AM Containerboard stocks rally after Macquarie turns bullish on the sector with the fundamentals improving and more price hikes expected in the back half of the year. International Paper (IP +3.6%), KapStone Paper & Packaging (KS +3.8%), and Rock-Tenn (RKT +3.3%) are tagged as the firm's favorite names in the group. Comment! [Consumer, On the Move]
Friday, April 12, 8:04 AM Jefferies raises price targets and profit estimates on a number of containerboard stocks on its conviction that recent price increases in the sector will stick due to tight market conditions. PT hikes: International Paper (IP) to $60 from $52, Packaging Corp of America (PKG) to $49 from $39, Rock-Tenn (RKT) to $117 from $105. Comment! [Consumer]
Monday, March 18, 6:56 PM Cheap energy from the U.S. shale gas boom is often touted as a "game changer" for manufacturing, but despite the cost benefits, the game hasn't changed dramatically. International Paper's (IP) strategy illustrates the thinking of many global firms: "Our investments are really driven by demand, not costs." Trade figures also don't yet show an overall improvement in U.S. competitiveness. 4 Comments [Energy, U.S. Economy]
Wednesday, February 27, 2:38 PM Consumer packaging/containerboard plays International Paper (IP +3.1%) and Rock-Tenn (RKT +2.2%) outperform after Longbow upgrades shares to Buy. JPMorgan upgraded Rock-Tenn on Monday, and Jefferies launched coverage on International Paper with a Buy on Tuesday. Comment! [Commodities, On the Move]
Tuesday, February 26, 6:50 AM Jefferies launches coverage of International Paper (IP) with a Buy rating and $52 price target. The call adds to a recurring positive theme in the containerboard sector on pricing. Comment! [Consumer]
Friday, February 22, 12:11 PM Goldman Sachs weighs in on the containerboard market, noting inventories are still lean with significant maintenance downtime planned this year by producers. The read-through is positive for International Paper (IP +3.9%), Boise (BZ +4.4%), Packaging Corp (PKG +2.8%) - as well as Goldman sector favorite Rock-Tenn (RKT +4.5%). Comment! [Consumer]
Thursday, February 21, 4:57 PM Industrial packaging stocks gained today on reports Georgia-Pacific plans to raise its price for containerboard by $50/ton this spring, which likely would be followed by price hikes from peers. Industry consolidation and tightening inventories have given producers more pricing power going into spring and summer when demand for shipping cartons usually increases. IP +3.1%, RKT +4.5%, PKG +4.1%, KS +1.7%. Comment! [Consumer]
Tuesday, January 29, 7:05 AM International Paper (IP): Q4 EPS of $0.62 misses by $0.03. Revenue of $7.07B beats by $0.05B. (PR) Comment! [Earnings, Breaking News, U.S. Economy]
Tuesday, January 29, 12:05 AM Notable earnings before Tuesday’s open: AKS, ARLP, ASH, BSX, BTU, CIT, CP, DHI, EDU, EMC, F, GLW, GNTX, HOG, HRS, HW, IP, ITW, JBLU, KLIC, LLY, LXK, NEE, NUE, PFE, PHG, PII, PNR, TROW, TUP, TYC, VLO, WRB, X Comment! [Earnings]